wealthtech.dev

Find products by name, vendor or id, optionally filtered by category, API access level or whether the vendor has an MCP server or AI connector. Returns one row per product; call get_product for the quoted evidence behind each value.

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Words to match against product name, vendor, id and category. Omit to list all.",
      "type": "string",
      "maxLength": 100
    },
    "category": {
      "description": "Category id, e.g. crm, planning, portfolio-reporting, custodian, aggregation. See list_categories.",
      "type": "string"
    },
    "access": {
      "description": "open = docs and keys self-serve; open-docs-gated-keys = docs public, keys by approval; partner-gated = partnership needed; unknown = no public API found; unreadable = the pages blocked automated reading.",
      "type": "string",
      "enum": [
        "open",
        "open-docs-gated-keys",
        "partner-gated",
        "unknown",
        "unreadable"
      ]
    },
    "has_mcp": {
      "description": "true = only products with an MCP server or AI connector on record.",
      "type": "boolean"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Everything on record about connecting to one product: access level, auth methods, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, partner program, how to get access, what the docs don't say, and linked MCP servers. Each fact has its state, checked date and a verbatim quote in sources[].

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "maxLength": 80,
      "description": "Product id, e.g. wealthbox, orion, schwab-advisor-services. Use search_products to find ids."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Side by side: access level, auth, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, how to get access and partner program for 2 to 10 products, with the state and checked date of each value.

{
  "type": "object",
  "properties": {
    "ids": {
      "minItems": 2,
      "maxItems": 10,
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 80
      },
      "description": "Product ids to compare."
    }
  },
  "required": [
    "ids"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

MCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to.

{
  "type": "object",
  "properties": {
    "status": {
      "type": "string",
      "enum": [
        "live",
        "announced"
      ]
    },
    "product_id": {
      "description": "Only servers that connect to this product id.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Full record for one vendor MCP server or AI connector: endpoint, transport, auth, scope, how it is enabled, price, listings and its tools (read or write), with quoted evidence in sources[].

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "maxLength": 80,
      "description": "MCP record id, e.g. wealthbox-mcp. Use list_mcp_servers to find ids."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.

{
  "type": "object",
  "properties": {
    "since": {
      "description": "ISO date (YYYY-MM-DD); entries on or after it.",
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}

What one column of the SEC's monthly investment adviser (Form ADV) CSV means: the Form ADV Part 1A item, the question as worded on the form, its type, observed values and gotchas. Matches the exact column name (e.g. "5E(1)" or "Organization CRD#") or a normalized name (crd_number); otherwise returns up to 10 columns whose name contains the text.

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120,
      "description": "Column name, normalized name, Form ADV item (e.g. 5.F(2)(c)) or part of one."
    }
  },
  "required": [
    "name"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

The product categories wealthtech.dev covers, with how many products each holds.

{
  "type": "object",
  "properties": {},
  "$schema": "http://json-schema.org/draft-07/schema#"
}